Antonia joined Merrill Lynch Wealth Management in 2009, building on a lengthy career as a senior banker. She previously was a Managing Director at Lehman Brothers, where she worked in the Debt Capital Markets and Investment Banking divisions. While at Lehman, she was responsible for covering large, active public market borrowers, and acting as the senior relationship manager for large retailers. She began her career in financial services in 1986 at Morgan Stanley, ultimately becoming a Vice President and Product Manager in the Debt Capital Market Services group. These executive tenures provided Antonia with extensive experience in corporate finance, fixed income and liability management.

Antonia focuses on developing wealth management strategies for affluent individuals, families, foundations, and charitable institutions. Drawing on her Wall Street experience, Antonia addresses the specialized needs of entrepreneurs and senior corporate executives and their spouses, particularly in financial services, including investment banking, private equity, and venture capital.

Antonia holds the CERTIFIED FINANCIAL PLANNER^™ certification awarded by the Certified Financial Planner Board of Standards, Inc. She received an M.B.A. in Finance from Columbia Business School, and a B.A. in Art History and Political Science with Distinction, Phi Beta Kappa, from Stanford University. She speaks fluent Italian, and conversational French and Spanish.

An active patron of the arts, Antonia is also an accomplished artist. Her work has been recognized by the National Academy Design School of Fine Arts. She is the former Chair of the Board of the New York Studio School. Antonia is also a member of Stanford Women on Boards, an affiliated group of Stanford University.

Services
Customized strategies for individuals and families
Discretionary and non-discretionary investment management
Retirement income services
Long term care
Risk management
Legacy management and philanthropic planning
Home financing and customized lending from Bank of America, N.A.(NMLS ID:578564)
Exclusive conferences and networking events for small groups


Attuned to Needs of Affluent Women
Antonia is attuned to the wealth management needs of successful women. She recognizes that affluence poses both challenges and opportunities at different life stages. Antonia works to understand her client’s lifestyle needs, philanthropy interests, family structure, retirement goals, and long-term planning horizons. She engages in constructive dialogue with clients, espousing a holistic wealth management approach that places a premium on client comfort, education, and interaction.

Engaged in the Non-Profit Sector
As the former chair of an arts organization, Antonia has first-hand knowledge of the challenges facing non profits and endowments. She recognizes the distinct financial strictures under which such entities operate, and the critical role of governance, leadership continuity, fundraising, and financial security to the health and mission fulfillment of such organizations. Working with specialists within Merrill, Antonia offers non-profits and endowments a range of services and strategies that seek to address their immediate needs and their long-term financial requirements.



Certified Financial Planner Board of Standards,Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and CFP^® in the U.S., which it awards to individuals who successfully complete the CFP^® Board’s initial and ongoing certification requirements.